We are trying to make use of the APR module by automatically emailing invoices to our customers. Sometimes we have more than one invoice to a single customer in a single day. Is there an easy way to combine the invoices into a single email with APR? I haven’t setup many breaking and routings yet, so tell me like I am dumb.
Currently we would just ‘print preview’ all the invoices, save each one, then attach them all to an email. Can APR save us some of this headache?
Thanks!
Nate
Break on customer ID?
I might be too dumb for that. I believe you mean when I setup the breaking /routing rules for the report style, I should break on customer. Can you elaborate on how that gets all of our invoices on one email?
I see in AR Invoice Entry > Print Group, that there is a customer filter, but I can’t figure out how to filter by customer. There are no options to choose or search for customer. If I could print invoices by customer, then I think it might work to attach invoices to a single email. I know we could make groups by customer, but we normally make a single group for the day, and would like to not change the process.
@NateS Here is a sreen shot of ours that does both based on what the customer or their automation software wants. If you only want to break by customer then add the break and then only pick custnum.
How does your “email” condition work? I don’t get it. Maybe I am working on the wrong style?
I am editing a copy of the AR Invoice Form Style. I set the breaking table as Customer. I can’t figure out how to get more than just the one invoice.
Sorry, I was wrong. I went back and undid ours back to the basic format.
First Add Breaking by CustNum and InvcNum.to get individual invoice PDFs - Attach to DocStar if you have it.
Then add a Group By of CustNum
Then add a Send Email.
So how and when is the “printing” of the invoices actually triggered? As Nate mentioned, within AR Invoice Entry, it is difficult to group the invoices by customer without resorting to one customer per invoice group. Here at FSIP, we are using APR, but we have resorted to emailing individual invoices as soon as the shipment invoices are posted (we use auto/ERS invoicing), or in the case of credit card invoices, as soon as the credit card payment receipts are posted.
We do one batch per day for all shipments and can do all emails for each customer in one email or in individual emails in one submit.
Are you printing from AR Invoice Entry > Actions > Invoice > Print Invoice? Or, AR Invoice Entry > Actions > Group > Print Invoices?
Also, how did you setup the Email Widget?
@NateS , don’t forget about the settings on Customer Maintenance that help control how invoices are created. Those might help you more than the routing.
Do you mean the E-invoice section? This is greyed out for my customers. Do I have to turn this on at the company level first? Like in Company Configuration > Modules > Finance > AR > E-Invoice. This is disabled for our company. I guess we haven’t used it before. If I am going to turn this on, what are the implications?
Thanks!
Nate
On the Billing screen. If you have Combine Packing Slips on, it will take all of the Packing Slips and create one invoice instead of multiple. Not sure if your Customers are ok with that, but it gets to what you want without the routing.
This sounds great! Once I turn that on, how do I get all the invoices in one email from the AR Invoice Entry form? I just turned it on for one customer in Pilot as a test.
There will only be 1 invoice per customer if you turn that on.
Oooohh I see. Since I already have 15 invoices for the customer in my AR group, this won’t do anything. It will only affect new invoices that I create for future orders. Right?
Correct
I guess our customer wants multiple invoices, one for each packing slip. At least for now. I am back to trying to attach multiple invoices to an email.
Group > Print Invoices. We first emailed ourselves and I had the customer email in the body and accounting would review the invoices and then forward them. Then they were comfortable enough that we moved to direct to the customer.
